Nonprofit · EIN 93-1095466
WILLIAM R & MARJORY G VARITZ FOUNDATION
Tax-exempt · PORTLAND, OR 97205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $125,122 | $139,600 | -$14,478 | $14,130 | $0 | $14,130 |
| June 30, 2024 | 990-PF | $180,214 | $159,132 | $21,082 | $28,608 | $0 | $28,608 |
| June 30, 2023 | 990-PF | $139,573 | $153,093 | -$13,520 | $7,526 | $0 | $7,526 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $125,000
- Dividends
- $122
Expenses
- Grants and similar amounts paid
- $139,550
- Disbursements for charitable purposes
- $139,575
- Excise tax on investment income
- $1
Balance sheet and other
- Total assets, start of year
- $28,608
- Total assets, end of year
- $14,130
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,130
- Fair market value of assets
- $14,130
- Qualifying distributions
- $139,575
- Net investment income
- $122
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM R VARITZ 2165 SW MAIN STREET SUITE 101, PORTLAND, OR 97205 | PRESIDENT | 0 | $0 |
| MARJORY G VARITZ 2165 SW MAIN STREET SUITE 101, PORTLAND, OR 97205 | SECRETARY/TR | 0 | $0 |
| LISA A JOERIN 2165 SW MAIN STREET SUITE 101, PORTLAND, OR 97205 | VICE PRESIDE | 0 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM R VARITZ 2165 SW MAIN STREET SUITE 101, PORTLAND, OR 97205 | PRESIDENT | 0 | $0 |
| MARJORY G VARITZ 2165 SW MAIN STREET SUITE 101, PORTLAND, OR 97205 | SECRETARY/TR | 0 | $0 |
| LISA A JOERIN 2165 SW MAIN STREET SUITE 101, PORTLAND, OR 97205 | VICE PRESIDE | 0 | $0 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM R VARITZ 2165 SW MAIN STREET SUITE 101, PORTLAND, OR 97205 | PRESIDENT | 0 | $0 |
| MARJORY G VARITZ 2165 SW MAIN STREET SUITE 101, PORTLAND, OR 97205 | SECRETARY/TR | 0 | $0 |
| LISA A JOERIN 2165 SW MAIN STREET SUITE 101, PORTLAND, OR 97205 | VICE PRESIDE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2165 SW MAIN ST SUITE 101, PORTLAND, OR 97205-1173
- In care of
- % LYNN D SIMPSON
- Signed the 990-PF
- LISA A JOERIN, VICE PRESIDENT
- Phone
- (503) 222-3673
- Return prepared by
- SIMPSON & COMPANY PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 93-1095466
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1993
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $14,130
- Income (IRS master file)
- $125,122
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $125,122 | $139,600 | $14,130 | IRS |
| 990-PF | June 2024 | $180,214 | $159,132 | $28,608 | IRS |
| 990-PF | June 2023 | $139,573 | $153,093 | $7,526 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-1095466).
Questions about WILLIAM R & MARJORY G VARITZ FOUNDATION
- What is the EIN of WILLIAM R & MARJORY G VARITZ FOUNDATION?
- The employer identification number (EIN) of WILLIAM R & MARJORY G VARITZ FOUNDATION is 93-1095466.
- Is WILLIAM R & MARJORY G VARITZ FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to WILLIAM R & MARJORY G VARITZ FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM R & MARJORY G VARITZ FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM R & MARJORY G VARITZ FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM R & MARJORY G VARITZ FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of WILLIAM R & MARJORY G VARITZ FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does WILLIAM R & MARJORY G VARITZ FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $125,122, expenses of $139,600 and total assets of $14,130 at year end.
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